The Enterprise Performance Management System (EPMS)
EPMS is a next-generation performance platform designed to support commercial healthcare executives with real-time, mobile-first insights.
As UX Design Lead, I’m guiding the pivot from a static advisory dashboard to a flexible, AI-powered SaaS product positioned for long-term scalability and commercial delivery.
We're redefining what performance management looks like by creating a customizable mobile experience tailored to the pace, context, and decision-making needs of CFOs and COOs.
Lead UX Designer
Figma
UX Designer Lead
Jr. UX Designer
UX/CX Consultant
Full Stack Engineers
Business Analysts
Project Managers
The Pivot: From Power BI to Product
The initial EPMS concept, built by an analytics team using Power BI, provided a strong analytical foundation and internal proof of concept. However, as we explored broader commercialization, key limitations became clear:
Limited usability: Power BI dashboards often felt dense and unintuitive, especially on mobile
Not ideal for executives: The experience required training and lacked contextual guidance for leadership
Hard to scale: Custom PBI dashboards were difficult to adapt across different clients and use cases
Advisory-focused: The solution was embedded in internal consulting workflows, not designed as a stand-alone product
These insights helped us chart a new course: creating a configurable, AI-powered SaaS solution that delivers actionable, real-time insights through an intuitive mobile app.
Research & Discovery
Defined the product vision and design strategy for a mobile-first SaaS platform
Led UX research to understand executive decision workflows and data needs
Designed a modular dashboard UI adaptable to different client types
Mentored a junior designer and CX partner, elevating execution and alignment
Collaborated closely with engineering and data teams to guide technical feasibility
Design Strategy
Mobile-first dashboards with executive-friendly layout, minimal friction, and tap-to-insight interactions
Configurable modules aligned to different client strategies, including financial KPIs, operational levers, and AI-driven forecasts
Data-layer abstraction to support scalable integration from client-specific systems
Export and sharing tools tailored to leadership workflows
Collaboration & Enablement
• Directed and assigned daily tasks to a junior designer and CX consultant, providing ongoing guidance and feedback
• Actively engaged with product managers and business analysts to define business requirements and align design with solution scope
• Co-led alignment sessions with the inherited analytics team and sales stakeholders to drive the shift toward a product-focused approach
• Established the design system from scratch, building reusable components and patterns to support future scale and consistency
Outcomes (in progress)
• Transitioned EPMS from internal Power BI-based concept to a commercial-ready SaaS product direction
Delivered a functional mobile pilot currently under evaluation by strategic healthcare partners
Positioned the platform for integration with:
Transitioning EPMS from an internal Power BI-based prototype to a commercial-ready SaaS product direction
Delivering a functional mobile pilot currently under evaluation by strategic healthcare partners
Positioning the platform for future integration with advanced healthcare planning, governance, and AI decision-support capabilities